CB Financial Services CBFV Insider Ownership

NASDAQ CBFV

$37.60 +0.05 (+0.13%)

At close: Oct 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

390.06K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

8.71%

▲+0.0079% pp QoQ

Shares Held by Insiders

442.36K

filed for Sep 2026

▲+0.09% QoQ

Shares Outstanding

5.08Mn

5,080,438 shares

Direct Holdings

321.92K

Indirect: 120.44K

Net Shares Traded (QoQ)

+400

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 11, 2026

Over the past 12 months, CB Financial Services insiders bought $32,800 of stock on the open market (1K shares) and sold $232,681 (6.4K shares).

CB Financial Services' open-market purchases in the past 12 months came from one insider, and its sales from 4 insiders.
Among CB Financial Services' insiders, the largest open-market purchases in the past 12 months were by Bruce A. Sharp (SEVP & Chief Comm Loan Officer), totaling $32,800 (1K shares), most recently on November 18, 2025.
On the selling side, Stephen Cobain (Chief Credit Officer) was the top open-market seller of CB Financial Services over the past 12 months, with $122,346 sold (3.43K shares) and the latest sale on August 14, 2026.
Apart from open-market trades, CBFV insiders received 8.95K shares in stock awards, acquired 19.32K shares through option exercises and conversions and gave up 3.63K shares to cover taxes or exercise prices in the past 12 months.
Per Business Quant data, CB Financial Services insiders hold 442.36K shares in total based on their latest Form 4 filings, up 0.09% from 441.95K shares at the end of Q2 2026 and up 3.34% from 428.06K shares at the end of Q3 2025.
Indirect holdings, through trusts, partnerships, family members and other entities, make up 27.23% (120.44K shares) of CB Financial Services' insider total, with the other 72.77% (321.92K shares) held directly.
The insider holdings in CB Financial Services belong to 13 insiders who have reported on Form 4 within the past two years.
CB Financial Services' three largest insider shareholders, based on their latest Form 4 filings, are John J. Lacarte (Director, 139.62K shares), Ralph Burchianti (SEVP & Chief Credit Officer, 79.72K shares) and David F. Pollock (Director, 48.78K shares).
The holding of John J. Lacarte makes up 31.56% of all shares held by CB Financial Services insiders.
Institutional investors held 45.23% of CB Financial Services stock at the end of Q2 2026, while the latest Form 4 filings of its insiders account for about 8.71%; other investors, including the public, hold roughly 46.06%.
In the last 12 months, 25 Form 4 filings with transactions in CBFV stock came from 13 insiders.
This summary of CB Financial Services insider activity covers Form 4 filings through August 17, 2026.

Form 4 Holdings

Insiders Holding CBFV

Insiders 18

Shares held 390.06K

Of outstanding 7.68%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Ralph Burchianti	Sevp Chief Credit Officer	79,723	0	79,723	20.4%	18 Feb, 2026
2	David F. Pollock	Director	48,780	0	48,780	12.5%	18 Feb, 2026
3	John J Lacarte	Director	46,920	0	46,920	12.0%	18 Feb, 2026
4	John Haines Montgomery	President And Ceo	42,537	0	42,537	10.9%	17 Jun, 2026
5	Joseph N. Headlee	Director	25,270	0	25,270	6.5%	22 Feb, 2023
6	Jonathan Bedway	Director	20,749	0	20,749	5.3%	18 Feb, 2026
7	Jamie L Prah	Evp And Cfo	18,543	0	18,543	4.8%	21 Feb, 2024
8	Charles R. Guthrie	Director, Other	17,845	0	17,845	4.6%	18 Feb, 2026
9	Roberta Robinson Olejasz	Director	13,264	0	13,264	3.4%	18 Feb, 2026
10	Mark E. Fox	Director, Other	13,164	0	13,164	3.4%	18 Feb, 2026
11	Jennifer L George	Sevp And Coo	13,140	0	13,140	3.4%	18 Feb, 2026
12	John Swiatek	Director	12,644	0	12,644	3.2%	17 Aug, 2026
13	William G Petroplus	Director	12,191	0	12,191	3.1%	22 Feb, 2023
14	Richard B Boyer	Director	8,106	0	8,106	2.1%	22 Feb, 2023
15	Bruce A. Sharp	Sevp Chief Comm Loan Officer	6,787	0	6,787	1.7%	23 Feb, 2026
16	Stephen Cobain	Chief Credit Officer	4,313	0	4,313	1.1%	17 Aug, 2026
17	Karl G. Baily	Director	0	4,027	4,027	1.0%	17 Mar, 2023
18	Amanda L Engles	Evp And Cfo	2,054	0	2,054	0.5%	23 Feb, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

500 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
14 Aug, 2026	John Swiatek	Director	Acquired M	1,400	$26.45	$37.03K	13,644	Direct
14 Aug, 2026	Stephen Cobain	Chief Credit Officer	Acquired M	1,500	$22.48	$33.72K	5,813	Direct
14 Aug, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	1,176	$37.06	$43.58K	4,637	Direct
14 Aug, 2026	John Swiatek	Director	Disposed S	1,000	$37.06	$37.06K	12,644	Direct
14 Aug, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	316	$37.25	$11.77K	4,321	Direct
14 Aug, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	8	$37.40	$299	4,313	Direct
14 Aug, 2026	John Swiatek	Director	Disposed M	1,400	$0.00	$0	0	Direct
14 Aug, 2026	Stephen Cobain	Chief Credit Officer	Disposed M	1,500	$0.00	$0	3,500	Direct
17 Jun, 2026	John Haines Montgomery	President And Ceo	Acquired M	3,500	$18.60	$65.10K	42,537	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Acquired M	1,792	$22.12	$39.64K	6,105	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	1,285	$34.51	$44.35K	4,820	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	23	$34.52	$794	4,797	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	26	$34.62	$900	4,771	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	2	$34.64	$69	4,769	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	305	$34.76	$10.60K	4,464	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	100	$34.78	$3.48K	4,364	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	50	$34.79	$1.74K	4,314	Direct
05 Mar, 2026	Stephen Cobain	Chief Credit Officer	Disposed S	1	$35.08	$35	4,313	Direct
20 Feb, 2026	Bruce A. Sharp	Sevp Chief Comm Loan Officer	Acquired M	2,400	$25.56	$61.34K	7,997	Direct
23 Feb, 2026	Amanda L Engles	Evp And Cfo	Disposed S	43	$33.77	$1.45K	2,065	Direct

Showing 1 to 20 of 500 transactions